Daniel Mendelson Email & Phone Number

New York, Ny, Us

Glendale, Ca, Us

Company: Venture-backed vertical SaaS - operating system for trades businesses (HVAC, electricians, plumbers)Responsibilities included: :: Managed team providing analytical, process design, and project execution support to Professional Services, Support, and Pro Product business units:: Served as the key liaison and advisor to Senior Leadership:: Managed operational cadence providing weekly and monthly metrics and analysis, established OKRs for business units and monitored performance:: Program managed high-impact cross-functional initiatives :: Owned quarterly and annual forecasting process and supported org strategy developmentAchievements: :: Supported team in achieving 8% YoY improvement in gross margin through the institution of operational cadence and rigorous business planning :: Launched first AI chatbot, validating results to book $1M in annualized savings

Glendale, Ca, Us

Responsibilities included: :: Managed team of providing analytical, process design and project execution support to Professional Services (implementation, data migration, phones & accounting implementation) :: Program management and design of transformational efforts to improve efficiency and customer experience:: Managed partnerships with 3rd party providersAchievements::: Achieved 240% efficiency improvement in the SMB onboarding experience - transforming from a 1-to-1 to 1-to-many approach through pilot, iteration, and scaling over a 1.5-year period:: Designed and led a 50+ person program that achieved record monthly performance in pipeline activations

Los Angeles, California, Us

Company: Rideshare start-up disrupting the school bus industry by providing safe, monitored rides for students, initially focused on supporting students in foster care and those with special needs.Responsibilities included: :: Spearheaded cross-functional development of new product offerings to unlock new revenue streams and increase share of school district marketshare.:: Managed driver retention strategy across Marketing, Product and Operations teams; collected driver feedback and developed a driver experience strategy through offerings and benefits to grow the driver base:: Established partnerships with vendors and partners to improve product offerings and the driver experienceAchievements: :: Improved driver retention 20% QoQ, by using quantitative analysis to identify key Aha! moment and working with cross-functional teams to propel drivers to it:: Established company's first partnership with Wheelchair Accessible Vehicle partner, unlocking a new market

Rosemead, Ca, Us

Company: Investor-owned utility serving Southern California.Responsibilities included: :: Worked with senior leaders to identify key operational areas for improvement and prioritize potential initiatives using data analytics and operational metrics. :: Launced new programs leading cross-functional teams in business process improvement efforts to create operational efficiencies and achieve performance objectives.:: Written and oral communication of the strategy and approach to teams across the departmentAchievements: :: Launched "rapid results" initiative targeting 4 critical areas of improvement for the business:: Increased pipeline enrollments in commercial EV charging program by 30x in 60 days compared to the previous 2 years:: Achieved 40% reduction in cost-per-application and an increase in net promoter score for new Low Income Program applicants

Rosemead, Ca, Us

Responsibilities included: :: Led pilot program in which 400K customers were migrated to default time-of-use rates:: Managed program with workstreams including marketing, operations, IT and regulatory :: Communicated program updates to Executive audience and outside stakeholdersAchievements: :: Successful pilot provided the blueprint to scale the program to 4M customer accounts :: Defined the feature set of robotics tool and worked together with billing experts to resolve service issues and successfully process over 1,500 customer requests per day in the backend system

Rosemead, Ca, Us

Worked in strategic and operational roles over a two-year period allowing me to develop a variety of skills, learn quickly and gain a nuanced understanding of the utility business as a whole. Accomplishments include: • Supported commercial electric vehicle charging program, Charge Ready, successfully meeting an aggressive goal of 1k charge ports under $23M budget.• Led a cross-functional effort and consulted with industry experts to create an “over-generation Demand Response” program to leverage electric vehicle chargers as a flexible load resource. • Negotiated demand response contract and solved solicitation-wide issues concerning project viability, lease liability determinations and Pro Forma changes as part of a multi-resource 130MW solicitation process. • Assessed microgrid market opportunities and provided recommendations to executives for corporate microgrid strategy.

Rosemead, Ca, Us

Washington, Dc, Us

Provide strategic business solutions to clients requiring legal analysis, forensic accounting and in-depth analysis of disparate sets of financial, operational, and transactional data. Perform complex data analysis in high profile litigation cases and SEC investigations utilizing tools such as MS Access and SQL. Projects include the following:Bernie Madoff Ponzi Scheme Investigation:● Uncovered mechanisms through which several insiders of the Ponzi scheme obtained special compensation using data analysis, problem-solving skills and interpretation of financial statements and other documentation● Presented investigative findings to client attorneys resulting in the filing of a complaint with the Securities Investor Protection Corporation for recovery of hundreds of millions of dollarsNYSE Plan of Compliance:● Assisted a medical services company in developing a plan of compliance with the NYSE outlining the steps the company would take to meet compliance standards● Performed market analysis and presented findings on the historical performances of various companies to provide benchmarks to the company’s Board of Directors and assist their decision-making processConfidential Investigation of Foreign Military Personnel:● Managed a highly confidential investigation involving FTI personnel from overseas offices and outside professionals ● Responsibilities included budgeting, tracking deliverable progress and ensuring discreet communication between team members

Washington, Dc, Us

Provide business solutions and legal support through performing complex data analysis utilizing tools such as MS Access and SQL. Projects included:● Constructed and performed multiple population analyses using SQL, Access and Excel database tools in supporting expert reports defending a company against allegations of fraud ● Built damage models to calculate overpayments made by state Medicaid programs to pharmaceutical companies

Reston, Va, Us

● Gained understanding of distributed solar markets including players, incentives and Power Purchase Agreements● Assisted in planning and executing the start-up smart grid company's first direct marketing campaign● Performed applications on ArcGIS and taught other employees how to use the program to enhance sales and marketing operations

Master Of Business Administration (Mba)

B.A., Economics, Environmental Thought And Practice